Release Notes

Punchh Platform Release Notes - 25 June 2024 Deployment

The updates described in these release notes and the affected/linked documentation will not be available in the Punchh platform until the target deployment date.

Loyalty

Bulk Upload of Business Migration Users

Note: This feature is for new brands onboarding at Punchh. If you are an established brand, this feature is not required to be used.

When a business migrates to Punchh with existing guest data from a previous loyalty provider, the business migration feature is used to import the guest data, including details like name, address, gender, initial points, original points, gift card, and ePIN. Currently, business migration is supported through the dashboard (creating one entry at a time) and via the Create Business Migration User API. However, both methods are considered unreliable, slow, and cumbersome. To address this issue, we are introducing bulk upload capabilities within the business migration feature, available in the Punchh platform under Guests > Awaiting Migration. Additionally, a new API endpoint enables the upload of a CSV file for bulk ingestion of business migration users. (You must have Business Admin permissions to use this feature.) (LPE-813, PDOC-2427)

See the following article(s) for more details:

Receipt Tags: Admins Can Choose To Ignore Old Receipts

Currently, whenever an admin activates a receipt tag in the platform, the created tag will start evaluating all old receipts as well as any new receipts that come in. To optimize the feature, we have introduced a confirmation layer where the admin is asked to choose whether to run receipt evaluation for both old receipts and new receipts or just tag new receipts. (LCM-2417, PDOC-2351)

See the following article(s) for more details:

Tooltip for Onboarding Channel in Profile Details Segment

For the Profile Details segment type, we have added a new tooltip that is specific to the Onboarding Channel attribute. Previously, the tooltip for the Onboarding Channel attribute displayed the same text as used in the tooltip for the Onboarding Date attribute. (SB-3009)

See the following article(s) for more details:

Segment Builder Terminology Update

We’re excited to announce that we’ve updated the terminology for the Operator and Duration attributes in our segment builder! This change is based on valuable user feedback and aims to enhance clarity and usability. (SB-2980, PDOC-2461, SB-2979, PDOC-2460)

See the following article(s) for more details:

Campaigns

Send Time Optimization Feature Added to Classic Campaign Workflow

The Send Time Optimization (STO) option is now available when creating a mass campaign in the classic campaign workflow. (CAM-5265, PDOC-2422)

See the following article(s) for more details:

Campaign Template Page for Franchise Module

A new, easy-to-use Templates page is available on the platform. You can now view, manage, create, and use templates all from one page. (The Franchise Module must be enabled.) (CAM-5139, PDOC-2418)

See the following article(s) for more details:

Campaign Performance Page Refresh Data

The Campaign Performance Page (CPP) displays the "Data last refreshed" and "Data next refresh date" using the date/time based on the time zone of the business. (CSR-1466)

See the following article(s) for more details:

Admins Can Select Time Zone on a Challenge Campaign

We are updating our Challenges module to allow admins to select a time zone for the Execution Window that will impact the Start Date and End Date for a challenge campaign. In addition, the time zone selected in the newly introduced drop-down list will also apply to the Challenge Availability Schedule for such challenges that have Segment Auto Enrollment configured. (LCM-2415, PDOC-2406)

See the following article(s) for more details:

Subscriptions

Internationalization Support for Cancellation Reasons

In a previous release, we introduced internationalization support for subscriptions. With this enhancement, businesses that support multiple languages in their mobile app will be able to configure subscription cancellation reasons in all supported languages, allowing their guests to easily understand the canned cancellations in their preferred language to take further action. Admins should configure multiple languages for subscription cancellation reasons as per their business need. (LS-272, PDOC-2423)

See the following article(s) for more details:

Added Configurable Title for Merchandise Form in iFrame

A subheader ("Please provide additional details to redeem") has been added to the merchandise form in the iFrame when the form is visible. This makes it more clear for users that they must fill in the additional fields to redeem their merchandise-based rewards. The text of this subheader can be customized. Reach out to your Punchh representative for more information. (CX-2420)

Reporting & Analytics

New Data Export Fields for Business Migration Users

New fields are available for selection and export via the 'Migrated Guest' and 'Guest Awaiting Migration' data exports, providing additional details about migrated guests to support smoother onboarding:

  • Migration User ID
  • Gift Card
  • ePin
  • Initial Points
  • Migrated Rewards
  • Business Migration User Created At Date
  • Details

Note: This change impacts future migrations only. (DP1-1271, PDOC-2419)

See the following article(s) for more details:

Fixed Date Range in Data Exports

This resolves a bug around incorrect dates in the Data Export notifications. The Data Export email notification template has been updated to include accurate date/date ranges of the last export job run (report job execution). (DP1-1314)

Developers Corner

Bulk Upload of Business Migration Users

Note: This feature is designed for new brands onboarding to Punchh. If you are already live with Punchh, this feature will not add much value to your operations. (LPE-813, PDOC-2428)

The new /api2/dashboard/migration_users/bulk_bmu_upload API endpoint enables uploading a list of business migration users along with their details using a CSV file.

See the following article(s) for more details:

New Gift Card Design ID Parameter for Business Migration Users

The card_design_id parameter has been added to the /api2/dashboard/migration_users API endpoint to ensure that a gift card design can be assigned to a gift card during the creation of a business migration user. (LPE-854, PDOC-2334)

See the following article(s) for more details:

Multi-Language Support in APIs for Multiple Redemptions

Businesses using the Multiple Redemptions strategy can enhance the guest experience using localized languages required for different geographies. In the Redemptions 2.0 APIs, the 'Accept-Language' header parameter needs to be passed in the API request with the required language code. Depending on the input value provided in fields that support multiple languages, the fields will return the value in the localized language. (OMM-952, OMM-968)

See the following article(s) for more details:

Removed Dependency on Facebook Keys for Sign-up and Login

In the previous Punchh platform release, a change was made that caused Facebook sign-up/login APIs to rely on Facebook keys being configured in the Punchh platform. This dependency has been removed to allow flexibility with how our third-party developers are using those APIs without interruption to the Facebook SSO. (CX-2449)

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